FirstContact - Optimum First Mortgage

Loan Officer

Pick Your Team

File / Loan Number *

Whichever you have - LendingPad file number or loan number, both work.

Borrower & Property

Drop a photo, or paste their website to pull photo + email + phone.

Borrower Name *

Borrower Email

Borrower Phone *

Add Co-Borrower

Subject Property Address *

Purchase Price *

Down Payment

Loan Amount *

Loan Type *

Occupancy *

Seller Concessions

Earnest Money Deposit

Loan Information

Loan Program

Interest Rate (%)

Loan Term *

Buydown

Agents & Transaction Coordinators

Buyer's Agent

Drop a photo, or paste their website to pull photo + email + phone.

Name

Company

Phone *

Transaction Coordinator

Seller's Agent

Drop a photo, or paste their website to pull photo + email + phone.

Name

Company

Phone

Transaction Coordinator

Important Dates

Fully Executed Contract

Appraisal Contingency

Loan Contingency

Close of Escrow

Escrow Information

Escrow Company

Escrow Officer

Escrow Phone

Escrow Email

Notes optional

Anything Robert should see first (shows at the top of the alert)

Send the alert

Fill the required fields below to generate.

To Robert · cc the LO and the LO's manager · replies go to the LO · PDF and contact cards attached.

Need just one piece?

Repeat client: clean contact cards (name, phone & email only, no deal notes)

New purchase file

Loan Officer

Borrower & Property

Loan Information

Agents & Transaction Coordinators

Important Dates

Escrow Information

Notes optional

Send the alert

LO Directory - Admin

Use this photo?

Connect Your Directory

Admin Access

New purchase file

Loan Officer

Borrower & Property

Loan Information

Agents & Transaction Coordinators

Important Dates

Escrow Information

Notes optional

Send the alert

LO Directory - Admin

Edit Loan Officer